Advisor Dojo

The Advisor Dojo is where financial advisors come to train. It's where they build business muscle and get advice-fit so that they can reach their goals and attain their desired levels of success. 

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By Demand

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The Dojo was created in 2019 as a result of enquiries from a number of advisors that required ongoing support as they acquired clients, provided advice and grew their books. 

Originally referred to as a 'coaching circle', the Dojo began as a coaching proposition but was reimagined as a coaching-training platform and moved into FI Consult in 2024. 

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Martial Arts

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The art of combat has two main elements: 

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Kata - beautiful art form demonstrated through sequences of choreographed movement

Kumite - freestyle fighting in which the skills learnt through the art are put to effective use

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Applied to financial planning: 

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Kata - research, planning, advice, skills and experience

Kumite - creating and managing relationships in which to deliver the advice

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Members of the Advisor Dojo will experience improvements in:  

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Prospecting... tips, tricks, tools, tactics, mindset, attitude, confidence

1st meetings... rapport, the 'bridge', objective, agenda, the 'sell'

Subsequent meetings... what, when, how, how often, to what end? 

Connection... curiosity, asking, listening, adapting

Relationships... trust, time, depth, value, top of mind

Closing... when, how, alternative language

Referrals... waiting for, asking for, planting the seed, advanced strategies

Time management... hours, tasks/duties, delegation, outsourcing, structure, routine

Work-life balance... goals, hobbies, family, learning, growing de

Mindset... focused, calm, relaxed, content

Skillset... education, training, qualifications, accreditations, niche, specialist

Purpose... end goal, life's mission, the other side of work, what it's all about

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Your Sensei (teacher)

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You might say that Jason Bernic is a Black Belt Financial Planning Coach, having been in financial services for more than 20 years, of which 7 were spent coaching financial advisors to grow their businesses to over R1 billion AUM. He has a demonstrable track record, including growing his own investment book at a rate of R100 million a year, despite starting in the midst of the 2008 financial crisis. 

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Jason is a co-founder of FI Consult, a CFP professional and an executive life coach. He takes a lead consulting role with FI Consult clients, and heads up the coaching proposition. 

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The Students

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In karate, for example, one grades through coloured belts: white, yellow, orange, green, blue, brown, black, and then the 'dans'. In the Advice Dojo, we recruit at orange or green belt and get you to black. 

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Students at the Advice Dojo look similar to this:

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Demographics

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 ~ from 25 years of age

 ~ relevant qualifications and credentials

 ~ at least 3 years' client facing experience

 ~ cash-flow positive

 ~ stuck, not struggling

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Psychographics

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 ~ passion for the industry

 ~ love for people

 ~ absolute belief that markets will deliver over the long term

 ~ generally optimistic 

 ~ adaptable and open-minded

 ~ willing to be uncomfortable and do the work

 ~ keen to learn and grow

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We have to assume that you have the skills and can do the kata; you simply need the ongoing training to take your kumite to the street. Translated, this means that we do not teach you to be a financial planner - we support you to grow your financial planning business. 

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​Digital Dojo

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We conveniently meet virtually, twice a month. 

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Tees, Cees & Training Fees

 

R1,750 per month for 6 months. 

* Each intake works together for 6 months. 

# Each intake requires a minimum of 10 participants to form. 

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Good training requires time and practice. It's often tough and at times you will want to throw in the towel and walk away, but that means that you are pushing your boundaries and will therefore experience substantial growth if you persist. You need at least 6 months to shift from conscious to instinctive.